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Putnam BDC Income ETF
PBDC

Overview Fund Activity

18 hedge funds and large institutions have $38.5M invested in Putnam BDC Income ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and closing their positions.

Holders
18
Holders Change
+7
Holders Change %
+63.64%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$951K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.63M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$748K
4
CAN
4
Cetera Advisor Networks
California
$1.05M
5
SFPG
5
Stonebridge Financial Planning Group
Florida
$1.96M

Top Sellers

1
PFG
1
Prosperity Financial Group
California
$1.38M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$363K
Name Market Value Shares Shares
Change 		Shares
Change %
PI
1
Putnam Investments
Massachusetts
$25.3M 800,000 – –
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.63M 114,517 +28,851 +34%
SFPG
3
Stonebridge Financial Planning Group
Florida
$1.96M 61,777 +13,120 +27%
PFG
4
Prosperity Financial Group
California
$1.38M 43,575 -8,461 -16%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$1.22M 38,522 +11,326 +42%
CAN
6
Cetera Advisor Networks
California
$1.05M 33,126 +18,962 +134%
SPIA
7
Steward Partners Investment Advisory
New York
$951K 30,050 +30,050 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$748K 23,619 +23,619 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$399K 12,601 +12,601 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$363K 11,450 -3,000 -21%
Goldman Sachs
11
Goldman Sachs
New York
$334K 10,563 +10,563 New
Osaic Holdings
12
Osaic Holdings
Arizona
$249K 7,836 +2,421 +45%
KPWS
13
Kestra Private Wealth Services
Texas
$247K 7,808 +268 +4%
BCA
14
Bay Colony Advisors
Massachusetts
$241K 7,620 +7,620 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$231K 7,300 +3,500 +92%
Comerica Bank
16
Comerica Bank
Texas
$79.2K 2,500 – –
UBS Group
17
UBS Group
Switzerland
$55.7K 1,760 +1,760 New
Morgan Stanley
18
Morgan Stanley
New York
$112 2 +2 New
CFGS
19
Concourse Financial Group Securities
Alabama
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